Apptivo

• Apptivo paid plans start at $20/user/month when billed on a month-to-month basis ($15/user/month, if billed annually) for its Lite tier 
• Pricing is structured on a per-user basis, allowing teams to scale their subscription costs based on the exact number of active members requiring access 
• Apptivo provides a ‘Try For Free’ option with no contracts or credit cards required, letting users test the platform's core applications and capabilities risk-free 
• The platform utilizes a tier-based app packaging model where higher plans unlock a larger suite of business apps (ranging from 18 to 65 apps) alongside expanded workflow triggers, custom fields, and dashboards 

Here’s a breakdown of feature differentiation by Apptivo plan: 

Apptivo’s pricing structure is based on the plan tier, number of users, and the specific selection of integrated apps required. All paid tiers are billed on a per-user basis, offering a choice between monthly subscriptions or discounted annual plans. Each plan builds on the previous one, expanding the connected application library, data storage limits, custom fields, and automated workflow triggers as you move up the tiers.

Lite

Ideal for: Small sales teams that need foundational CRM capabilities to organize contact data, manage deals, and generate customer quotes.

What to know about this plan: The Lite plan introduces essential sales tracking and relationship management tools for straightforward operational setups. It includes access to a core package of 18 business apps alongside a foundational data structure supporting up to 100 custom fields per app. While this plan offers standard data export and import capabilities, it lacks advanced mass marketing tools, specialized automation modules, and extended custom report builds.

Lite Plan Features 

• 18 Integrated Apps to manage contacts, leads, tasks, appointments, notes, and product catalogs 
• 100 Custom Fields Per App to adapt standard record layouts to unique operational details 
• 25 Automated Workflows to execute event-based and time-based process triggers 
• 8 Custom Dashboards and 5 custom reports for fundamental visual data tracking 
• 1 GB Storage Per User to hold critical client files, proposals, and related paperwork 
• 24/7 Live Chat and Email Support alongside 24/5 phone assistance for standard troubleshooting 

Premium

Ideal for: Fast-growing teams looking for an all-in-one CRM system that integrates marketing, basic sales automation, and expanded tracking.

What to know about this plan: The Premium plan represents an indexed step up in system capability, expanding the workspace environment to 46 connected business apps. It offers 2-way email synchronization with major providers, mass campaign management tools, and expanded capacity for data structure adjustments. This tier is a strong fit for teams aiming to bridge the gap between their marketing efforts and core sales pipelines without requiring custom application programming.

Premium Plan Features

• 46 Integrated Apps widening the workspace scope across advanced modules 
• 2-way Email Sync to connect outward customer communication directly within the CRM platform 
• 250 Custom Fields Per App allowing for more detailed data classification 
• 75 Automated Workflows to orchestrate multi-step conditional operational rules 
• 25 Custom Dashboards and 25 custom reports for enhanced trend analysis 
• Campaign Management and Mass Emails supporting up to 1000 sent messages per user every month 
• 3 GB Storage Per User for expanded document and record management 

Ultimate 

Ideal for: Larger teams that require heavy process automation, custom application building, and high-volume communication limits.

What to know about this plan: The Ultimate plan delivers advanced system flexibility by unlocking 57 applications and introducing code-free custom application development. It is engineered to handle complex business models, offering deeper security control options, sales stage automation, and high API integration allowance. This tier is built for operations that need to map multiple specialized sales funnels and handle complex data relationships across distinct departments.

Ultimate Plan Features

• 57 Integrated Apps providing full operational range across specialized modules 
• Custom Applications to build and launch tailored, code-free business apps inside the workspace 
• Sales Stage Automation to trigger events, tasks, and follow-ups automatically as opportunities progress 
• 350 Custom Fields Per App for complex database configurations 
• 150 Automated Workflows providing extensive process coverage across the account 
• 50 Custom Dashboards and 50 custom reports for deep departmental data visualization 
• 10 GB Storage Per User to manage large data assets and extensive customer history files 

Enterprise

Ideal for: Large-scale organizations that require complex system integrations, dedicated server infrastructure, and strict service level agreements.

What to know about this plan: The Enterprise tier provides a fully tailored software experience designed around complex company architectures. It expands standard feature allocations to defined platform capabilities, offering 65 connected apps, 500 custom fields, and 300 workflow triggers. This plan introduces dedicated professional infrastructure, white-labeling alternatives to handle custom integrations and compliance requirements.

Enterprise Plan Features

• 65 Integrated Apps covering the platform’s full application library 
• 500 Custom Fields Per App and 300 automated workflow triggers for deep database control 
• 100 Custom Dashboards and 100 custom reports for enterprise-wide business intelligence 
• 15 GB Storage Per User providing maximum data capacity 
• Dedicated Account Manager to oversee setup, deployment, and strategic utilization 
• Dedicated Instance and Custom Integration infrastructure options for tailored deployments 
• White Labeling support to carry organizational branding across the interface 

• Many reviewers highlight that the software offers exceptional value for money, allowing teams to access core CRM and invoicing tools without a high upfront investment 
• Users frequently mention that the licensing structure is highly affordable compared to major competitors, especially given that 24/7 customer support is included across paid tiers at no extra charge
• Some subscribers note that certain advanced modules or specific operational applications are restricted to higher tiers, meaning expanding businesses may eventually face increased costs to maintain their full workspace layout 

Choosing the right Apptivo plan means aligning your team's operational workflows, database customization needs, and communication volumes with the capabilities included in each tier. Here’s a clear way to evaluate which plan fits best: 

• Identify what you need immediately: Determine if your priority is managing a straightforward sales pipeline with basic customer quotes, or if your business model demands full operational coverage across marketing automation, campaign distribution, and inventory tracking 
• Consider your app selection requirements: Apptivo uses an app-based structure where different subscriptions unlock a set number of specialized tools. Evaluate whether your team can run on the baseline 18 apps provided in the Lite tier, or if your operational depth requires the 46 apps in Premium or the 57 apps in Ultimate 
• Review your database customization needs: Consider how many custom elements your data tracking requires. The Lite tier supports a maximum of 100 custom fields within each application, while the Premium and Ultimate plans scale up to 250 and 350 custom fields per app, respectively, for highly detailed record layouts 
• Evaluate your process automation rules: Map out how many manual repetitive steps you want to automate using system rules. The Lite plan limits your account to 25 automated workflow triggers, whereas moving to Premium raises the allowance to 75 triggers, and Ultimate expands it to 150 triggers for advanced operational logic 
• Account for file storage and marketing quotas: If your team manages a high volume of digital assets, contracts, or customer proposals, the 1 GB per-user limit on Lite might be tight. Upgrading to Premium increases storage to 3 GB per user and unlocks mass email campaigns with a quota of 1,000 outgoing messages per user each month 
• Factor in advanced tool building and support: Determine whether your organization can operate effectively with standard cloud layouts or if you require code-free custom application development, which becomes available in the Ultimate tier. Additionally, while all paid plans include 24/7 live chat and email assistance, moving to the Enterprise tier introduces dedicated account management and service level agreements (SLAs) 

The primary consideration for most teams is whether Apptivo delivers enough practical business automation and relationship management value to justify its recurring costs. Based on verified user feedback and the platform’s technical capabilities, here is what the data shows:

Value For Money

Users report that Apptivo provides high operational efficiency, particularly for mid-size organizations that require a deeply integrated CRM platform. It is frequently highlighted as a highly affordable solution for sales tracking, invoicing, and contract management, especially for teams looking to replace multiple siloed systems with a single license that covers customer relationship operations without high upfront setup fees.

Ease Of Use And Its Impact On Value 

The platform is consistently praised for an all-in-one software structure that significantly contributes to its overall value. Users frequently mention the flexibility of activating or deactivating specific apps from the workspace layout, which reduces the time required to onboard new team members. This level of system configuration helps organizations: 

• Decrease administrative overload by providing a unified environment where lead details, supply tracking, and billing records are natively linked, reducing the manual data duplication that occurs when syncing separate software platforms 
• Consolidate communication histories through 2-way email integration, ensuring that client notes, historical updates, and pending workflows are visible to the entire team from a centralized database 

The appropriate Apptivo plan for your organization depends on your team size, your requirement for specialized business applications, and your specific process automation needs. Here is a straightforward way to determine which tier fits your needs:

Small Sales Teams 

The Lite plan is a practical choice for smaller groups focused on centralizing standard sales activities and client records. It provides the core tools for relationship organization, including 18 integrated business apps, up to 100 custom fields per app, and 25 automated process triggers. This tier is suitable for teams focused on managing operational pipelines and generating customer quotes without the need for mass email campaigns, advanced security rules, or custom application building.

Fast-Growing Teams 

The Premium plan is designed for teams that require a more unified system connecting outward sales activities with target marketing. It expands the workspace to 46 connected applications and introduces 2-way email synchronization alongside a monthly marketing quota of 1,000 mass emails per user. This plan is ideal for groups that need to add more granular data tracking with up to 250 custom fields per app and require 75 automated workflows to scale their day-to-day operations smoothly.

Large Teams And Automated Operations 

The Ultimate plan supports more complex business models by providing advanced automation capacity and structural workspace flexibility. It introduces code-free custom application development, sales stage automation triggers, and expands user database limits to 350 custom fields per app and 150 automated workflows. This tier is best for managers who prioritize cross-departmental data tracking, require high-volume API call allowances, and need a larger 10 GB file storage allocation per user to manage extensive customer accounts.

Enterprise Organizations 

The Enterprise plan is tailored for large-scale organizations with the most rigorous integration, infrastructure, and administrative governance requirements. It provides access to the complete library of 65 integrated applications, 500 custom fields per app, 300 automated workflow triggers, and custom pricing arrangements. This plan is essential for companies requiring premium infrastructure options—such as a dedicated instance, white-labeling interface support, custom integration assistance, and a dedicated account manager backed by strict service level agreements (SLAs).

What are Apptivo's pricing options?

Apptivo paid plans cost $20 for Lite, $30 for Premium, and $50 for Ultimate per user, per month on a monthly billing cycle. Choosing annual billing reduces these subscription rates to $15, $25, and $40 per user, per month, respectively. For businesses with more complex operational requirements, Apptivo also offers an Enterprise plan with custom pricing.

Are there any cancellation fees?

No. Apptivo does not charge cancellation fees for any of its plans. Users can downgrade to the Starter plan or cancel their subscription at any time. However, subscriptions canceled during an annual billing term are generally not eligible for refunds.

Is a credit card required to sign up?

No. A credit card is not required during the sign-up process, allowing users to create an account and explore the platform without providing payment information upfront.

How are license payments handled?

License payments are managed directly within the account. Users can purchase and manage licenses through the platform's billing and subscription settings.

What payment methods are accepted?

Apptivo accepts payments through Visa, MasterCard, and PayPal. Users can upgrade their subscription at any time using one of the supported payment methods.

Can users switch plans?

Yes. Users can switch between plans at any time based on their business requirements, allowing them to upgrade or downgrade as their needs evolve.